Retirement Planning for Freelancers and Independent Contractors
Being your own boss makes a lot of things easier. Retirement planning isn’t necessarily one of them. Without access to employer-sponsored retirement saving accounts, freelancers and independent contractors need to be highly proactive about […]
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Which College Savings Account is Right for Your Family?
There’s a certain kind of middle-of-the-night worrying that’s unique to parents and guardians of young kids. If you’re like a lot of the parents I work with, you’ve spent more than one sleepless night […]
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Why Should You Go With a Roth 401(k)?
If you’re overwhelmed by the variety of retirement accounts available to you, know that you’re not alone. I often work with clients who are confused when choosing between a 401(k) or a Roth 401(k). […]
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Financial Literacy and Kids: What to Teach Kids about Money and Saving
As parents, you teach your kids thousands of lessons over their childhoods. You teach them to spell their names, to eat their vegetables and not to talk to most strangers. You teach them that […]
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Social Security Benefits and Retirement Planning
You’ve probably daydreamed about retirement for years. Maybe the vision of your perfect retirement is the only thing that keeps you going when your alarm beeps too early on a cold Monday morning, or […]
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Checklist for a Satisfying Retirement
Maybe you’ll play 18 holes every day, throw yourself into volunteer work or finally write that book. Maybe, for you, a satisfying retirement means selling everything and hitting the road with nothing but your […]
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3 Essential Tips for Planning for Future Care Needs with a Disability
Living with a disability usually comes with a need for special care. So, it’s important that adults with disabilities plan properly so that they can receive that care now and in the future. Planning […]
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How Do I Know If My Retirement Savings Are on Track?
Planning for retirement involves a lot more guessing than some people may be comfortable with. While you can make careful plans and calculate financial targets, some of the factors that determine how much you’ll […]
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HSA: An Unknown Savings Spot For Young People
Young Americans know plenty about topics that their parents don’t understand (Tik-Tok, anyone?), but the average new worker probably knows little about health savings accounts. That’s understandable: They didn’t grow up hearing anyone talk […]
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Caring for Your Aging Parents
You can quit a volunteer commitment or drop an intensive hobby if it takes up too much time and interferes with your goals. When it comes to caring for aging parents, though, most adult […]
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